Discount

To access this page, go to Discount.

Ech discount row displays discount details, such as, for example, name, amount, type and period. See description of each column in List of Discount table in Graphic User Interface.

By default, the last created discount goes on top of the table. However, you can sort and search the list of discount.

All columns with headers having arrows in the List of Orders table, are sortable. I.e. you can sort the list of orders by Discount ID, Name, Amount, Status and Exclusive.

Value, by which the List of Discounts is currently sorted, is marked with . For example, in the image below, the list of discounts is sorted by status in descending order.

All the discount management options are described in the table below.

Action	Description
Edit	Takes you to the Edit Discount page. Here, you can modify discount settings or generate voucher codes if it is a voucher discount.
View	Takes you to the View Discount page. Here, you can find all the information about a chosen discount.
Add code	You can see this action only if the chosen discount is of a voucher type. It takes you directly to the Voucher codes tab of the Edit Discount page. Here, you can generate new voucher codes, export or delete the ones that are already created.
Aсtivate/Deactivate	Makes a discount usable or unusable. If a voucher discount is deactivated, its codes are invalid when entered in cart. If a cart rule is deactivated, it won't be automatically applied even if the discount rules are fulfilled.

To create a voucher you need to define general information (e.g. name, validity period), discount rules, discount items and when you want the discount to be applied.

The following steps will help you create a voucher for your shop:

1. On the left navigation bar, select Discount.

 

You will be taken to the Discount page.

1. Click Create new Discount in the top right corner.



You will be taken to the Create new discount page.

General Information Tab

2. In Store relation check the stores you wish the discount to be active in.
3. In Discount Type, select Voucher codes.
4. In the Name field, specify the name for the voucher
5. Enter the Description for the voucher (optional)
The name and the description should be meaningful to help other back-office application users understand what the discount does. Besides, the given name is displayed in the customer's cart when redeeming the voucher. Therefore, it must be unique.



6. Specify if the voucher is exclusive.
   An exclusive discount can only be used on its own. You cannot apply other discounts with an exclusive one, unless a higher exclusive discount is used. Then, the higher discount is redeemed. Non-exclusive vouchers can be redeemed in conjunction with other non-exclusive discounts.
7. Specify the validity interval (lifetime) of the voucher.

Vouchers are redeemable between Valid From and Valid Until dates, inclusive.

In the example below, the voucher can be redeemed starting from 1/1/2016 until 31/12/2017.




Discount Calculation Tab

8. Switch to the Discount Calculation tab.
   The discount can be calculated in two ways:
• Percentage Value: the discount is calculated as a percentage from the discounted items
• Fixed Value: a fixed amount is discounted

Example:

Product Price	Calculator Plugin	Amount	Discount Applied	Price to Pay
50 €	Calculator Percentage	10	5 €	45 €
50 €	Calculator Amount	10	10 €	40 €

9. Select the discount type from the Calculator type drop-down menu and specify the Value.



10. Select Discount collection type and define what products the voucher will be applied to.
    

Query String

You can use a query to define discount conditions. Only products that satisfy the query's conditions are discountable. Queries also define if the discount is applied to one or several products. Discount conditions are set by using either Query Builder or by specifying a Plain query.

Use the Query Builder to construct queries (guided) or the Plain query field to enter them (free text). You can switch between both modes by clicking the corresponding button

Incomplete queries cannot be transferred between the two modes.

Query Builder



Plain Query




The query builder lets you combine different conditions with connectors (AND and OR). Multiple conditions (rules) can be added and grouped in this way. Each condition (rule) consists of field (e.g. attribute.color), operator (e.g. equal: =) and value (e.g. blue) tokens. The fields and values are defined by your shop data.

These tokens are used when entering plain queries too. The plain query pattern is as follows:


You can find plain query examples in the table below.

Plain query	Explanation
day-of-week = '1'	Discount applies if the order is placed on Monday
shipment-carrier != '1' AND price-mode = 'GROSS_MODE'	Discount applies if the shipment carrier with the attribute "1" is not chosen and gross pricing is selected.
currency != 'EUR' OR price-mode = 'GROSS_MODE'	Discount applies if the selected currency is not Euro or the pricing mode is gross.

Token description tables

Tokens

	Description
Fields	The available fields may include SKU, item-price, item-quantity or a variety of attributes (e.g. attribute.color).
Operator	The operator compares the value of a field on the left with the value(s) on the right (e.g. equals ‘=’, greater than ‘>’). If the expression evaluates to true, the discount can be applied.
Value	The value types must match the selected field. The asterisk (*) matches all possible values.
Combine Conditions	‘AND’ and ‘OR’ operators are used to combine conditions.
Grouping	When building more complex queries, conditions may grouped inside brackets ‘( )’.

Fields and value types

Field	Plain Query	Value Type	Description
Calendar week	calender-week	Number	Week number in year (1-52)
Day of week	day-of-week	Number	Day of week (1-7)
Grand total	grand-total	Number (Decimal)	The sum of all totals
Subtotal	sub-total	Number (Decimal)	The sum of item prices w/o shipment expenses and discounts
Item price	item-price	Number (Decimal)	The price of one item
Item quantity	item-quantity	Number	The number of items
Month	month	Number	The month of the year (1-12)
SKU	sku	String	Any value depends on how SKUs are stored
Time	time	hour:minute	Time of the day
Total quantity	total-quantity	Number	Total cart quantity
Attribute	attribute.*	String, number	Any value
Customer Group	customer-group	String	Any value, use customer group name for an exact match

Operators

Operator	Operator for plain query	Value type	Description
Contains	CONTAINS	String, Number	Checks if the value is contained in the field
Doesn’t contain	DOES NOT CONTAIN	String, Number	Checks if the value is not contained in the field
Equal	=	String, Number	Checks if the value is equal to the value of the right operand
Not Equal	!=	String, Number	Checks if the value is not equal to the value of the right operand
In	IS IN	List	Values need to be semicolon separated
Not In	IS NOT IN	List	Values need to be semicolon separated
Less	<	Number	Checks if the value is less than the value of the right operand
Less or equal	<=	Number	Checks if the value is less than or equal to the value of the right operand
Greater	>	Number	Checks if the value is greater than the value of the right operand
Greater or equal	>=	Number	Checks if the value is greater than or equal to the value of the right operand

Discount promotion to product

Sometimes, it is more profitable to give away free products or provide a discount for the products that are not yet in cart instead of the ones that are already there. This discount collection type enables you to do just that. When a customer fulfills the discount conditions, the promotional product appears below other items. The SKU of the promotional product you wish to be available for adding to cart is entered in Abstract product sku. Then, enter the Quantity of the chosen promotional product to be available for adding to cart.



11. You can either give away the promotional product completely for free or provide a discount for this product by specifying the percentage value or a fixed amount to be discounted from the promotional product's price in step ten (when giving the product for free, the percentage value should be 100% while the fixed-price value should be equal to the product's price).

Conditions tab

12. Switch to the Conditions tab. Add a set of conditions and a threshold.

Vouchers can be linked to one or more conditions (also called decision rules). Vouchers are only redeemed if all linked conditions are satisfied.

The conditions are created in the form of a query and may be entered as a plain query or via the query builder.

If you don’t need to add a condition, leave the query builder empty.

Minimum order amount value specifies the threshold which should be reached for the products in a cart with a certain attribute to be discounted. When added to cart, products with the attribute specified by a query are measured against the threshold. By default, the minimum order amount value is 1. It means that any discount is applied if the number of items inside the cart is superior or equal to 1.

Example: Discount is applied if 4 or more items with the Intel Core processor are in the cart.

1. Click Save to create the new voucher.
   Once done, you will see a message about successful voucher creation and a new Voucher codes tab.
   

Voucher codes tab

2. Switch to the Voucher codes tab.

Here, you can generate and view voucher codes (if they were already created). The list is empty until codes are generated.

3. Enter the Quantity of voucher codes you want to generate.
4. Enter a Custom code and set the Add Random Generated Code Length.
   When generating a single voucher code, you can enter it manually. If you want to create multiple codes at once, add a "Random Generated Code Length" to the custom code. This value defines the number of random characters to be added to the custom code. Use the placeholder [code] to indicate the position you want random characters to be added to.
   



5. Set the Maximum number of uses.

Define the maximum number of times a voucher code can be redeemed in a cart.

Value	Behavior
0	Infinitely redeemable
1	The voucher can be redeemed once
n > 1	The voucher can be redeemed n times.



Voucher Code Pool
The voucher codes of a discount are all contained in the same voucher code pool. One customer may only redeem one voucher code per pool per cart.

6. Click Generate to complete the process.

The voucher codes will be generated according to your specifications. The codes will be displayed in the table at the bottom of the page.



7. Click Activate in the top right corner to activate the voucher.

Even if a voucher is valid and the decision rules are satisfied, a voucher can only be redeemed if it’s currently active.

A cart rule is a discount that is applied automatically when all attached discount conditions are fulfilled and if the cart rule is active. It does not require any input from the customer.

Creating a Cart Rule
The cart rule creation steps are similar to the ones for creating a voucher, except you don't need to generate voucher codes for it.

Follow the steps described below to create a new cart rule discount.

1. On the left side navigation bar, select Discount.



You will be taken to the Discount page.

2. Click Create new Discount in the top right corner.



General Information Tab

3. You will be taken to the Create new discount page. Check the Store relation, select the Discount type and enter a Name and Description.

As a discount type select Cart Rule. The name and the description should be meaningful to help other back-office application users understand what the discount does. Besides, the given name is displayed in the customer's when conditions are fulfilled and the discount is to be applied. Therefore, it must be unique.



4. Specify if the cart rule is exclusive.

The exclusivity option conditions if the discount can be combined with other discounts.

An exclusive discount is applied only on its own. It discards all other discounts unless a higher exclusive discount is applied. In that case, the exclusive discount that offers a higher discounted value is redeemed. Customers can redeem non-exclusive discounts simultaneously.
5. Specify the validity interval (lifetime) of the cart rule.

The cart rule will be active between Valid From and Valid Until dates, inclusive.

In the example below, the cart rule is active starting from 1/1/2016 until 31/12/2017.



Discount Calculation Tab

6. Switch to the Discount Calculation tab.

The discount can be calculated in two ways:

• Percentage Value: the discount is calculated as a percentage from the discounted items
• Fixed Value: a fixed amount is discounted

Example:

Product Price	Calculator Plugin	Amount	Discount Applied	Price to Pay
50 €	Calculator Percentage	10	5 €	45 €
50 €	Calculator Amount	10	10 €	40 €

7. Select the discount type from the Calculator type drop-down menu and specify the Value.



8. Select Discount collection type and define what products the voucher will be applied to.
   

Query String

You can use a query to define discount conditions. Only products that satisfy the query's conditions are discountable. Queries also define if the discount is applied to one or several products. Discount conditions are set by using either Query Builder or by specifying a Plain query.

Use the Query Builder to construct queries (guided) or the Plain query field to enter them (free text). You can switch between both modes by clicking the corresponding button (note: incomplete queries cannot be transferred between the two modes).

Query Builder



Plain Query




The query builder lets you combine different conditions with connectors (AND and OR). Multiple conditions (rules) can be added and grouped in this way. Each condition (rule) consists of field (e.g. attribute.color), operator (e.g. equal: =), and value (e.g. blue) tokens. The fields and values are defined by your shop data.

These tokens are used to build plain queries too. The pattern of the plain query is as follows:


You can find plain query examples in the table below.

Plain query	Explanation
day-of-week = '1'	Discount applies if the order is placed on Monday
shipment-carrier != '1' AND price-mode = 'GROSS_MODE'	Discount applies if the shipment carrier with the attribute "1" is not chosen and gross pricing is selected.
currency != 'EUR' OR price-mode = 'GROSS_MODE'	Discount applies if the selected currency is not Euro or the pricing mode is gross.

Token descriptions are located in these tables.

Discount promotion to product

Sometimes, it is more profitable to give away free products or provide a discount for the products that are not yet in cart instead of the ones that are already there. This discount collection type enables you to do just that. When a customer fulfills the discount conditions, the promotional product appears below other items. The SKU of the promotional product you wish to be available for adding to cart is entered in Abstract product sku. Then, enter the Quantity of the chosen promotional product to be available for adding to cart.



You can either give away the promotional product completely for free or provide a discount for this product by specifying the percentage value or a fixed amount to be discounted from the promotional product's price in step seven (when giving the product for free, the percentage value should be 100% while the fixed-price value should be equal to the product's price).

Conditions tab

9. Define the conditions and a threshold.

A cart rule can have one or more conditions (also called decision rules) linked to it. The cart rule is redeemed only if every condition linked to it is satisfied. Again, the conditions are created in the form of a query and may be entered as a plain query or via the query builder.

If you don’t need to add a condition, you can leave the query builder empty.



Example: Discount is applied if five or more items are in the cart and it is Tuesday or Wednesday.

Minimum order amount value specifies the threshold which should be reached for the products in a cart with a certain attribute to be discounted. When added to cart, products with the attribute specified by a query are measured against the threshold. By default, the minimum order amount value is 1. It means that any discount is applied if the number of items inside the cart is superior or equal to 1.



Example: Discount is applied if 4 or more items with the Intel Core processor are in the cart.


10. Click Save to create the cart rule. You will be taken to the Discount List page.
11. In Actions column, click Activate in the top right corner to activate the voucher.

Even if a cart rule is valid and the decision rules are satisfied, the cart rule can be redeemed only if it’s active.